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Microsoft Teams + Pipedrive

Microsoft Teams + Pipedrive

Microsoft Teams + Pipedrive integrations

Send chat messages in Microsoft Teams for new leads in Pipedrive

Stay promptly informed about potential customers with this workflow. When a new lead is identified in Pipedrive, it immediately sends a chat message on Microsoft Teams. This automation ensures your team can quickly follow up on prospects, enhancing your response times and improving your chances of securing new deals.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  2. automatically do this!
    Send Chat Message
    Send Chat Message
    Send Chat MessageSends a message to an existing chat.
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More things you can do with Pipedrive and Microsoft Teams

Discover other triggers and actions you can use with Pipedrive and Microsoft Teams

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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